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Disclosery

Delaney Dennis R: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Delaney Dennis R on SCHW, newest first. How the timeline and the estimate are built.

Delaney Dennis R held 56,825 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,825 shares
    Change vs previous 13F +6,685 shares

    1.67% of the 13F portfolio, value $5,243,243.

    13F-HR 0001661536-26-000003 filed by Delaney Dennis R
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 50,140 shares
    Change vs previous 13F +23,187 shares

    1.67% of the 13F portfolio, value $4,712,156.

    13F-HR 0001661536-26-000002 filed by Delaney Dennis R
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 26,953 shares
    Change vs previous 13F +7,188 shares

    1.35% of the 13F portfolio, value $2,692,874.

    13F-HR 0001661536-26-000001 filed by Delaney Dennis R
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 19,765 shares
    Change vs previous 13F +7,265 shares

    0.94% of the 13F portfolio, value $1,886,965.

    13F-HR 0001661536-25-000007 filed by Delaney Dennis R
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,500 shares
    Change vs previous 13F +5,145 shares

    0.59% of the 13F portfolio, value $1,140,500.

    13F-HR 0001661536-25-000003 filed by Delaney Dennis R
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,355 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $575,749.

    13F-HR 0001215208-25-000005 filed by Delaney Dennis R
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).